Latest Institutional Transactions on Invesco Qqq Trust, Series 1 (QQQ)
This table provides information on the latest institutional transactions involving Invesco Qqq Trust, Series 1 (QQQ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
591+ 1.11% |
$284K - $318K
|
53.8K
$26.7M
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-50- 3.39% |
$24.1K - $26.9K
|
1.43K
$707K
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-60- 2.42% |
$28.9K - $32.3K
|
2.42K
$1.2M
|
|
Jan 23, 2025
Q4 2024
|
Ht Partners LLC
|
BUY
|
- |
4+ 0.2% |
$1.92K - $2.15K
|
1.96K
$973K
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-396- 2.28% |
$191K - $213K
|
17K
$8.42M
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.19K+ 9.5% |
$1.05M - $1.18M
|
25.2K
$12.5M
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-9- 1.05% |
$4.33K - $4.84K
|
848
$420K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
691+ 4.04% |
$333K - $372K
|
17.8K
$8.83M
|
|
Jan 23, 2025
Q4 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-299- 4.42% |
$144K - $161K
|
6.47K
$3.21M
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
BUY
|
- |
347+ 37.68% |
$167K - $187K
|
1.27K
$628K
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
5+ 0.65% |
$2.41K - $2.69K
|
771
$382K
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
12.4KNew |
$5.95M - $6.65M
|
12.4K
$6.13M
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
1.27K+ 39.32% |
$612K - $685K
|
4.51K
$2.23M
|
|
Jan 23, 2025
Q4 2024
|
Oxen Free Capital LLC
Satellite Beach, FL |
SELL
|
- |
-70- 1.26% |
$33.7K - $37.7K
|
5.49K
$2.72M
|
|
Jan 23, 2025
Q4 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
3.48K+ 5.65% |
$1.67M - $1.87M
|
65.1K
$32.3M
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
3.1K+ 609.84% |
$1.49M - $1.67M
|
3.61K
$1.79M
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-21- 0.16% |
$10.1K - $11.3K
|
13.5K
$6.67M
|
|
Jan 23, 2025
Q4 2024
|
Enzi Wealth
Austin, TX |
SELL
|
- |
-113- 1.03% |
$54.4K - $60.8K
|
10.9K
$5.4M
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
8+ 0.29% |
$3.85K - $4.31K
|
2.74K
$1.36M
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-60- 3.9% |
$28.9K - $32.3K
|
1.48K
$733K
|
|
Jan 23, 2025
Q4 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
113+ 10.21% |
$54.4K - $60.8K
|
1.22K
$605K
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
11.7KNew |
$5.63M - $6.3M
|
11.7K
$5.8M
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-469- 4.12% |
$226K - $252K
|
10.9K
$5.41M
|
|
Jan 23, 2025
Q4 2024
|
Dmg Group, LLC
Birmingham, AL |
BUY
|
- |
63+ 9.04% |
$30.3K - $33.9K
|
760
$377K
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
907New |
$436K - $488K
|
907
$449K
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-278- 20.55% |
$134K - $150K
|
1.08K
$533K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.73K+ 10.52% |
$833K - $932K
|
18.2K
$9.01M
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
BUY
|
- |
640+ 20.45% |
$308K - $344K
|
3.77K
$1.87M
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-17- 1.22% |
$8.18K - $9.15K
|
1.38K
$682K
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
10+ 0.5% |
$4.81K - $5.38K
|
2K
$993K
|
|
Jan 23, 2025
Q4 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-4- 0.51% |
$1.92K - $2.15K
|
775
$384K
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-117- 19.02% |
$56.3K - $63K
|
498
$247K
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
3+ 0.13% |
$1.44K - $1.61K
|
2.35K
$1.16M
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-496- 2.34% |
$239K - $267K
|
20.7K
$10.3M
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
SELL
|
- |
-6.59K- 15.03% |
$3.17M - $3.54M
|
37.2K
$18.4M
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
481+ 11.12% |
$231K - $259K
|
4.81K
$2.38M
|
|
Jan 23, 2025
Q4 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-13- 0.4% |
$6.26K - $7K
|
3.26K
$1.62M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-9- 1.47% |
$4.33K - $4.84K
|
603
$299K
|
|
Jan 23, 2025
Q4 2024
|
Emc Capital Management
Houston, TX |
BUY
|
- |
19K+ 86.86% |
$9.16M - $10.2M
|
40.9K
$20.3M
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
10.8KNew |
$5.19M - $5.81M
|
10.8K
$5.35M
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
1.24KNew |
$599K - $669K
|
1.24K
$616K
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.91K- 13.51% |
$1.88M - $2.1M
|
25K
$12.4M
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.35K+ 2.56% |
$1.13M - $1.26M
|
93.9K
$46.5M
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-569- 1.5% |
$274K - $306K
|
37.4K
$18.5M
|
|
Jan 23, 2025
Q4 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
SELL
|
- |
-137- 13.2% |
$65.9K - $73.7K
|
901
$446K
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
SELL
|
- |
-6.36K- 36.47% |
$3.06M - $3.42M
|
11.1K
$5.49M
|
|
Jan 23, 2025
Q4 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-4- 0.41% |
$1.92K - $2.15K
|
967
$479K
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
63+ 0.46% |
$30.3K - $33.9K
|
13.7K
$6.81M
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
2.22K+ 7.35% |
$1.07M - $1.2M
|
32.5K
$16.1M
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
98+ 3.43% |
$47.2K - $52.7K
|
2.95K
$1.46M
|